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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-14 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutshce Bank Securities Inc | Atlanta | GA | 06/2013 | 09/2016 |
| Raymond James & Associates, Inc. | Atlanta | GA | 09/2016 | 08/2020 |
| Raymond James & Associates, Inc. | St. Pete Beach | FL | 04/2018 | 08/2020 |
| Apollon Wealth Management, Llc | Tampa | FL | 08/2004 | Present |
| Cabot Lodge Securities Llc | New York | NY | 11/2020 | 12/2020 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 11/2025 | Present |
1. Bridge Angel Group, not investment related, non-profit and membership group., Sarasota, FL 34230/ Bradenton, FL 34202, Member, 01/2018, two (2) hours per month, zero hours during trading hours, review private companies and each member decides if they want to invest in a private company, go to a meeting once a month if my schedule allows. 2. Independent insurance agent, investment related, life insurance, Sarasota, FL 34236, Agent, 08/2020, 2 hours per month, 6.5 hours during trading hours, agent for wealth management clients specific to insurance needs. 3. Apollon Wealth Management, investment related, Mt. Pleasant, SC, RIA, Financial Advisor, 8/2020, 200 hours per month, 5 hours during trading hours, financial planning for wealth management clients. 4. PAG Sunset LLC, not investment related, St. Pete Beach, FL 33706, sole membership LLC ownership of ADI Dassler Independent Family Office, managing member, 8/2020, 2 hours per month, zero hours during trading hours, personal financial. 5. Adi Dassler International Family Office, investment related, wealth management, financial planning, Sarasota, FL 34236, Managing Partner, 8/1/2020, 200 hours per month (in conjunction with Apollon Wealth Management activity, 6 hours during trading hours, wealth management, financial planning for clients, manager of business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
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